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185 advisors in wisconsin
FirmFeeAUMMin.Clients

NICHOLAS CO INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #108347
Typical Fee--
AUM$6.1B
Minimum--
Clients13

NICOLET WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Green Bay, WisconsinCRD #283940
Typical Fee--
AUM$3.8B
Minimum--
Clients8,809

NORTH STAR ASSET MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Neenah, WisconsinCRD #106489
Typical Fee--
AUM$3.1B
Minimum--
Clients3,290

NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC

Fee-OnlyAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #307865
Typical Fee--
AUM$300.0B
Minimum--
Clients29

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Also Compensated via Brokerage
Milwaukee, WisconsinCRD #2881
Typical Fee--
AUM--
Minimum--
Clients--

OARSMAN CAPITAL, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #109993
Typical Fee--
AUM$927M
Minimum--
Clients1,872

OMNI FINANCIAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #314670
Typical Fee1.50%
AUM$117M
Minimum--
Clients762

OPEROSE ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #287465
Typical Fee--
AUM$1.9B
Minimum--
Clients1,418

ORGEL WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Altoona, WisconsinCRD #168219
Typical Fee--
AUM$8.1B
Minimum--
Clients10,402

PACKERLAND BROKERAGE SERVICES, INC.

Also Compensated via Brokerage
Green Bay, WisconsinCRD #37031
Typical Fee--
AUM$909M
Minimum--
Clients4,245

PARK CAPITAL MANAGEMENT, LLC

Clean RecordAlso Compensated via Brokerage
Madison, WisconsinCRD #158965
Typical Fee--
AUM$733M
Minimum--
Clients1,338

PJS INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cedarburg, WisconsinCRD #104701
Typical Fee--
AUM$787M
Minimum--
Clients1,320

PLUS GROUP WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Belgium, WisconsinCRD #300714
Typical Fee--
AUM$159M
Minimum--
Clients1,050

POEHLING CAPITAL MANAGEMENT, INC.

Clean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #131668
Typical Fee--
AUM$591M
Minimum--
Clients1,489

PORTFOLIO DESIGN SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
River Falls, WisconsinCRD #131506
Typical Fee--
AUM$138M
Minimum--
Clients508

PROFESSIONAL FINANCIAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #154016
Typical Fee--
AUM$103M
Minimum--
Clients648

PROVIDENT TRUST COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waukesha, WisconsinCRD #110118
Typical Fee--
AUM$6.9B
Minimum--
Clients1,037

REINHART PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Mequon, WisconsinCRD #106432
Typical Fee--
AUM$1.9B
Minimum--
Clients263

RESONANT CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #298451
Typical Fee--
AUM$2.2B
Minimum--
Clients2,409

RETIREMENT INCOME STRATEGIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Evansville, WisconsinCRD #318052
Typical Fee--
AUM$159M
Minimum--
Clients947

RETIREMENT WEALTH SOLUTIONS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Marshfield, WisconsinCRD #317253
Typical Fee--
AUM$227M
Minimum--
Clients589

REVIEW SERVICES INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brookfield, WisconsinCRD #110277
Typical Fee--
AUM$189M
Minimum--
Clients761

RICHARDSON CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menomonee Falls, WisconsinCRD #130985
Typical Fee--
AUM$526M
Minimum--
Clients233

RICHMOND INVESTMENT SERVICES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mequon, WisconsinCRD #327451
Typical Fee--
AUM$393M
Minimum--
Clients1,306

RIVER1 ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #329230
Typical Fee--
AUM$108M
Minimum--
Clients1

RIVERWATER PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #283540
Typical Fee--
AUM$600M
Minimum--
Clients190

ROBERT W. BAIRD & CO. INCORPORATED

Also Compensated via Brokerage
Milwaukee, WisconsinCRD #8158
Typical Fee--
AUM$342.1B
Minimum--
Clients350,776

ROSEMEYER MANAGEMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Platteville, WisconsinCRD #310363
Typical Fee--
AUM$914M
Minimum--
Clients1,170

SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC

Clean RecordAlso Compensated via Brokerage
La Crosse, WisconsinCRD #319298
Typical Fee--
AUM$272M
Minimum--
Clients1,178

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Neenah, WisconsinCRD #107630
Typical Fee--
AUM$1.6B
Minimum--
Clients986
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